Aaron B. Safier, AWMA®, LUTCF, MBA

Aaron B. Safier, AWMA®, LUTCF, MBA, is the Founder and CEO of Sapphire Wealth Advisory Group, a role assumed in October 2018, where the focus is on helping individuals design their future through personalized financial planning. Prior to this, Aaron served as a Financial Planner and Special Care Planner at Barnum Financial Group from December 2011 to October 2018, assisting a diverse clientele with customized investment and risk management solutions. Aaron's earlier experience includes positions as a Registered Associate at Morgan Stanley Smith Barney, where portfolio management for high net-worth clients was a primary focus, and as a Branch Sales Associate at M&T Bank, which involved personal finance consultations and team supervision. Aaron holds an MBA in Finance from Iona College and a Bachelor's degree in Finance from Yeshiva University.